VTIP — VANGUARD MALVERN FDS

Ownership history in Valmark Advisers, Inc.  ·  34 quarters on record

This page tracks every 13F SEC filing in which Valmark Advisers, Inc. reported a position in VANGUARD MALVERN FDS (VTIP). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
6.49% (2020 Q1)
Avg. % of fund
4.6%
First filed
2017 Q3
Last filed
2025 Q4
Quarters held
34
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 6,716,272 +314,697 +4.9% 4.09% $332.2M $49.46
2025 Q3 ADDED 6,401,575 +263,810 +4.3% 4.19% $324.1M $49.27
2025 Q2 ADDED 6,137,765 +137,896 +2.3% 4.29% $308.5M $48.51
2025 Q1 ADDED 5,999,869 +195,252 +3.4% 4.52% $299.4M $48.06
30 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    VTIP price (monthly, adj. close)

Other funds also holding VTIP

As of 2025 Q4 — sorted by position size

STUDIO INVESTMENT MANAGEMENT LLC 3Y 16.46% SATOVSKY ASSET MANAGEMENT LLC 3Y 15.87% ATMOS ADVISORY, LLC 3Y 8.09% Fiduciary Planning LLC 3Y 7.54% MOLLER WEALTH PARTNERS 3Y 7Y 7.35% Baron Financial Group, LLC 3Y 6.8% Whelan Financial 3Y 6.7% Adventist Health System/ West 3Y 6.37% Nova R Wealth, Inc. 3Y 6.12% Leonard Rickey Investment Advisors P.L.L.C. 3Y 7Y 6.1%
← Back to Valmark Advisers, Inc. Holdings